Flatiron Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

49 Wellington St E Ste 400, Toronto, Ont...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Flatiron Wealth Management

Flatiron Wealth Management is dedicated to helping clients take control of their financial world through independent expertise and thoughtful service. They offer a range of services including wealth management, retirement planning, estate planning, and insurance, all with a fiduciary duty to act in the best interest of their clients. Their team of certified financial professionals focuses on building long-term relationships and providing personalized financial strategies that align with clients' goals and values. Targeting individuals and businesses across Canada, Flatiron aims to simplify complex financial decisions and support clients in achieving their financial objectives.Explore more
Flatiron Wealth Management's Social MediaPopular SearchesFlatiron Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Flatiron Wealth Management Org Chart

PhoneEmail
NW
Canada flag for contact location.

Lead Client Service Associate

PhoneEmail
NR
Canada flag for contact location.

Portfolio Manager, Quintessence Wealth

PhoneEmail
PZ
Canada flag for contact location.

Office Administrator

PhoneEmail
OC
Canada flag for contact location.

Client Service Associate

PhoneEmail
CO
Canada flag for contact location.

Office Administrator

PhoneEmail

PhoneEmail
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Company Profile Activity

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Activity Insights

Flatiron Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Flatiron Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Flatiron Wealth Management.

Flatiron Wealth Management Tech Stack

A closer look at the technologies used by Flatiron Wealth Management

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Frequently Asked Questions Regarding Flatiron Wealth Management

What is Flatiron Wealth Management's official website?
Flatiron Wealth Management's official website is www.flatironwealth.com
What is Flatiron Wealth Management's Revenue?
Flatiron Wealth Management's revenue is <$5 Million
What is Flatiron Wealth Management's SIC code?
Flatiron Wealth Management's SIC: 62,628
What is Flatiron Wealth Management's NAICS code?
Flatiron Wealth Management's NAICS: 52,523
How many employees does Flatiron Wealth Management have?
Flatiron Wealth Management has 11-50 employees
What industry does Flatiron Wealth Management belong to?
Flatiron Wealth Management is in the industry of: Finance, Securities Trading
What technology does Flatiron Wealth Management use?
Some of the popular technologies that Flatiron Wealth Management uses are: goo.gl, reCAPTCHA, Cloudflare CDN, Salesforce Pardot
What does Flatiron Wealth Management do?

Flatiron Wealth Management is dedicated to helping clients take control of their financial world through independent expertise and thoughtful service. They offer a range of services including wealth management, retirement planning, estate planning, and insurance, all with a fiduciary duty to act in the best interest of their clients. Their team of... certified financial professionals focuses on building long-term relationships and providing personalized financial strategies that align with clients' goals and values. Targeting individuals and businesses across Canada, Flatiron aims to simplify complex financial decisions and support clients in achieving their financial objectives.Read More

What are Flatiron Wealth Management social media links?
Flatiron Wealth Management Linkedin page Flatiron Wealth Management Facebook page
Is Flatiron Wealth Management a public company?
Flatiron Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Flatiron Wealth Management

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